IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,735
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$27.7M
3
+$23.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.1M
5
AAPL icon
Apple
AAPL
+$22M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$7.34M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$6.39M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$19K ﹤0.01%
+2,798
2377
$19K ﹤0.01%
+1,327
2378
$19K ﹤0.01%
+2,573
2379
$19K ﹤0.01%
+1,100
2380
$19K ﹤0.01%
880
-242
2381
$19K ﹤0.01%
+5,000
2382
$19K ﹤0.01%
+830
2383
$19K ﹤0.01%
+500
2384
$19K ﹤0.01%
+1,431
2385
$19K ﹤0.01%
+686
2386
$18K ﹤0.01%
+200
2387
$18K ﹤0.01%
+810
2388
$18K ﹤0.01%
+1,460
2389
$18K ﹤0.01%
575
-774
2390
$18K ﹤0.01%
+443
2391
$18K ﹤0.01%
342
+249
2392
$18K ﹤0.01%
705
+564
2393
$18K ﹤0.01%
336
-164
2394
$18K ﹤0.01%
497
-13,255
2395
$18K ﹤0.01%
+1,200
2396
$18K ﹤0.01%
+150
2397
$18K ﹤0.01%
318
-348
2398
$18K ﹤0.01%
1,559
+989
2399
$18K ﹤0.01%
20,101
+20,000
2400
$18K ﹤0.01%
1,185
94 95
96
97 98